Phyllis Vance

Phyllis Vance

CFA

Phyllis is our Chief Financial Strategist. She focuses on investment analysis, as well as serving on our investment committee. Phyllis has over thirty years of investment experience. She was an analyst and portfolio manager for a global financial investment management firm. Her experience includes domestic and international equities. Phyllis was also the Director of Commercial Real Estate Research. She graduated from Iowa State with a degree in Business Administration.